LMFPL

Larry Mathis Financial Planning, LLC Portfolio holdings

AUM $113M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$5.54M
2 +$5.17M
3 +$5.07M
4
CRH icon
CRH
CRH
+$4.6M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.68%
2 Technology 8.83%
3 Materials 8.62%
4 Healthcare 8.02%
5 Energy 5.02%